Women Investors

Women will own two-thirds of all wealth in the U.S. by 2030 ¹  

Yet...80% of women investors refrain from talking about money with people close to them, citing reasons like it's too personal or uncomfortable or simply not wanting people close to them to have that knowledge.2

We believe that the money taboo is a long-standing, harmful reality in our culture. It leads to errors and disputes, patterns of ignorance, mistakes, inequality, and fear and anxiety for women.

While all women are unique, many face similar challenges such as time away from careers to care for family or aging parents, the likelihood of marrying later in life or finding yourself suddenly single from a divorce or outliving your spouse or partner. How you approach these things may be different. Doesn’t it make sense to be as educated and involved as possible when it comes to your finances? We think so.



We Help You Identify Your Unique Wealth-Building Opportunities



We're working to cultivate a network that supports women investors as you work to establish and manage your wealth, lifestyle, and legacy.


Watch for more from us soon!






SOURCES: 1) Financial Behavior: Players, Services, Products, and Markets (2017). Edited by H. Kent Baker, Greg Filbeck, and Victor Ricciardi. Oxford University Press. 2) Fidelity Investments 2015 Money Fit Women Study.
Managing Your Money Doesn’t Have To Be Complicated

When you have a plan, you can make decisions confidently,
knowing that you're living your life intentionally.